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KYC Integration Finder

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OnceHub

Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.

How IdentityCheck works with OnceHub

OnceHub is a scheduling and meeting management platform designed to help businesses streamline their scheduling processes. With OnceHub, you can easily coordinate meetings, appointments, and other events through a user-friendly interface. Whether you are a solo entrepreneur or part of a large organization, OnceHub simplifies the scheduling experience, ensuring all your appointments are managed efficiently.

Uses of ID Verification in OnceHub

Integrating IdentityCheck with OnceHub can provide several benefits to users, including:

  • Client Onboarding: Verify the identity of new clients before scheduling meetings to ensure security and compliance.
  • Secure Online Scheduling: Ensure that only verified individuals are able to book appointments, thereby reducing no-shows and fraudulent bookings.
  • Legal and Regulatory Compliance: Meet KYC (Know Your Customer) requirements by verifying the identity of individuals before providing services.

How to Set Up IdentityCheck with OnceHub

Setting up IdentityCheck with OnceHub via Zapier is a straightforward process. Follow these steps:

  1. Log in to your Zapier account. If you don’t have one, you can create a free account.
  2. Click on the “Make a Zap” button to create a new Zap.
  3. Select OnceHub as your trigger app and choose an appropriate trigger event (e.g., “New Booking”).
  4. Connect your OnceHub account to Zapier by following the on-screen instructions.
  5. Select IdentityCheck as your action app and choose the action event (e.g., “Verify ID”).
  6. Connect your IdentityCheck account to Zapier by following the on-screen instructions.
  7. Map the necessary fields from OnceHub to IdentityCheck to complete the setup.
  8. Test the Zap to ensure that the integration is working correctly.
  9. Turn on your Zap to enable the integration.

How to Use IdentityCheck with OnceHub

Once you have set up the integration, using IdentityCheck with OnceHub is simple:

  1. Whenever a user books an appointment through OnceHub, the information will be sent automatically to IdentityCheck via Zapier.
  2. IdentityCheck will verify the user’s identity based on the provided information.
  3. If the verification is successful, the scheduled appointment will proceed as normal.
  4. In case of a failed verification, you can take necessary actions like contacting the user for additional information or canceling the appointment.
  5. You can monitor all verifications directly from your IdentityCheck dashboard to ensure compliance and security.
About OnceHub
Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.